Investment Specialist
Certus Sales Recruitment
Client Advisor – Ultra-High-Net-Worth Advisory USA - Major Cities Base + Uncapped Commission (Realistic 6–7 Figure Earnings) Must have legal working rights for the USA and hold a VISA for international travel If you know how to operate in rarefied air, this is your arena. I have partnered with a globally recognized advisory powerhouse operating at the very top end of the wealth spectrum. This is not transactional sales. This is high-stakes, high-trust advisory work with Ultra High Net Worth individuals and families who expect excellence, discretion, and world-class expertise. The right person will be commercially sharp, exceptionally well-networked across wealth markets, and unapologetically hungry. You will be comfortable advising founders, investors, family offices and globally mobile entrepreneurs on complex, life-defining decisions. This is a role where performance is directly rewarded. Top performers in the business are earning up to seven figures. There is no ceiling. Why This Opportunity Is Different You will be joining a market leader in global residence and citizenship advisory, the firm widely regarded as the gold standard in the industry. Offices across 40+ locations worldwide Thousands of successful client mandates delivered globally Unrivalled reputation for integrity, discretion and execution Trusted by governments, advisors, private banks and UHNW families This organisation doesn’t compete on price, it competes on brand, credibility and results. Their name opens doors at the highest levels of private wealth. You’ll be surrounded by high performers who understand quality over volume, relationships over transactions, and long-term value over short-term wins. The Role Manage and convert warm, qualified inbound and referred UHNW leads Run a high-touch, consultative advisory process from discovery to close Build deep, long-term relationships with clients and introducers Work closely with legal and advisory teams to deliver seamless execution Represent the business confidently in private wealth circles and industry settings Maintain disciplined pipeline management and commercial focus This is sophisticated relationship sales - nuanced, strategic, and highly rewarding. Who You Are Proven experience working with HNW or UHNW clients Strong network across private banking, wealth management, family offices, luxury sectors, or investment advisory Polished, credible and commercially driven Comfortable operating in a regulated, detail-heavy environment Discreet, emotionally intelligent and confident with senior stakeholders Hungry. Competitive. Motivated by significant financial upside. You understand that in this market, trust is currency. What’s On Offer Uncapped commission structure with genuine 6–7 figure potential Access to a global brand with exceptional market credibility High-value inbound lead flow A premium client base operating at the very top of global wealth A long-term career path in a specialist, internationally respected advisory firm This is for someone who wants to operate at the top of the wealth pyramid. Someone who wants big deals, serious earning potential, and the prestige that comes with advising the world’s most successful individuals. If you are ambitious, well-connected, and ready to play in a bigger league - this is your move. #J-18808-Ljbffr
- ...Investment Specialist page is loaded## Investment Specialistlocations: Remotetime type: Full timeposted on: Posted Todayjob requisition id: JR118711We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...SuggestedFull timePart timeWork experience placementInternshipLocal areaRemote workFlexible hours
$140k - $185k
...– $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Origination Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...SuggestedFull time$70k - $151k
CrossCountry Consulting, located in New York, is seeking a skilled accounting advisory professional with fund accounting expertise. The ideal candidate has over 3 years of experience in financial services, particularly in fund accounting, financial reporting, and operational...Suggested$140k - $185k
...services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with... ...Ideal applicants have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation...Suggested- ...upside, and real credibility —not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Pipeline Specialists to help identify, qualify, and introduce investment opportunities into our investor and fund manager network. This is...SuggestedFor contractors
- ...NFPs. 4. Successful launch of the IIF at the SIDS-GBN Forum. 5. Draft and final training materials for CoE staff on FDI policy and investment promotion. 6. Draft and final PowerPoint presentations to facilitate brainstorming sessions with CoE staff and key IIF...Work at officeRemote work
$185k
...Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured... ...sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product...Hourly payFull timeContract workWork experience placementWork at officeShift work$140k - $185k
...Fund Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation... ...in fund valuation, net asset value (NAV) calculation, and investment reporting. Actual openings may vary based on employer needs,...Full time- ...end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we... ...risk spectrum and capital stack. Job Summary As an Investment Specialist on the Real Estate Americas client strategy team you will be...
$200k - $225k
...A leading investment firm seeks an experienced Investment Specialist for its Evergreen Private Equity Platform in New York. The role focuses on investor engagement and communication, requiring a minimum of 10 years in private equity, excellent presentation, and writing...- ...participating NFPs. Successful launch of the IIF at the SIDS-GBN Forum. Draft and final training materials for CoE staff on FDI policy and investment promotion. Draft and final PowerPoint presentations to facilitate brainstorming sessions with CoE staff and key IIF stakeholders...For contractorsWork at officeRemote work
- ...Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management...Day shift
- ...AnInvestment Valuation Specialistis responsible for determining thefair value of private investments, includingprivate equity holdings and private credit loans, using established financial modeling and valuation methodologies. This role supports internal portfolio reporting...
- ...Rogo is seeking a seasoned investment banking expert to lead tailored demos and translate AI capabilities into concrete value for top banks. You will partner with Sales, Product, and Engineering to shape the GTM motion and product direction while building trusted relationships...
- ...Investment Specialist Job Req Id: 26932811 Location(s): Kowloon, Kowloon City, Hong Kong SAR Job Type: On-Site/Resident Posted: Jan. 20, 2026 Job Overview Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At...
- ...An investment firm based in New York is looking for an Opportunistic Investments Specialist to analyze and execute event-driven investment opportunities. The role involves financial analysis, portfolio monitoring, and collaboration with various teams to ensure optimal...Full time
- ...is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...client performance review reports. Partner with internal specialists to deliver holistic investment solutions. Qualifications...Work from homeShift workDay shift
$55k - $96k
...Job Overview Merrill Wealth Management is a leading provider of comprehensive wealth‑management and investment products and services for individuals, companies, and institutions. The role supports Financial Advisors (FA) teams in delivering holistic investment solutions...Work at officeShift workDay shift$70k - $105k
...company is a leader in strategies such as crypto, dividend growth, interest rate hedged bond and geared (leveraged and inverse) ETF investing. ProShares continues to innovate with products that provide strategic and tactical opportunities for investors to manage risk and...InternshipWork at office$62k - $94k
...continued mission to create shopping destinations that entertain, inspire, and bring communities together, Tanger is seeking a Investments Analyst This role offers the opportunity to work both independently and collaboratively, supported by a flexible, Teams-...Flexible hours- ...Our Investment Operations Specialist will play a critical role supporting one of our top financial advisor teams and providing high‑quality advisory services to clients. Working closely with an NMIS Financial Advisor and the Home Office, you will help prospect, prepare...Contract workWork at officeHome office
- ...end real‑estate funds. The team has been managing real‑estate investments on behalf of our clients for 60+ years, during which time we... ...risk spectrum and capital stack. Job Summary As an Investment Specialist on the Real Estate Americas client strategy team you will be...
- Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary + performance bonus (varies by employer) About This Opportunity This posting represents...Full timeInternship
- MUFG’s Enterprise Valuation team seeks an Analyst to support Portfolio Management and Credit Groups in new deal underwritings and ongoing portfolio management. You will help prepare valuation analyses, update models and create presentations for decision makers. The role...
- ...fund utilizes a private equity approach to public markets through a concentrated fundamental equity strategy. North Peak typically invests in companies capable of compounding shareholder capital over a multi-year time horizon to deliver outsized returns. Role Description...
- Marathon Asset Management, L.P. is seeking a Maritime Investment Analyst to join its Maritime Finance team in New York City. The role focuses on building financial models, conducting credit analyses, and supporting investment transactions in the maritime sector. The ideal...
$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco, CA Your Role The Senior Analyst will be a key member of the Global Hyperscale Team (“GHT”) at Digital Realty. This team is responsible...Shift work$110k - $160k
...function Research, Information Technology, and Analyst Industries Investment Management, Research Services, and Capital Markets Referrals... ...Coda Search│Staffing by 2x Get notified about new Portfolio Specialist jobs in New York City Metropolitan Area . New York, NY $200,00...Full time- ...’ll work with high‑performing teams built on integrity, candor and collaboration, backed by market‑leading data and technology. We invest heavily in our people and partners, giving you the platform to enrich lives, safeguard futures and grow your career. Responsibilities...Internship
$80k - $90k
A leading financial services firm is seeking an Investment Banking Analyst in Montgomery County, PA. This in-office position offers a competitive salary between $80,000 and $90,000 per year, plus bonuses. Ideal candidates will have a Bachelor’s degree in Finance or a related...Work at office
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